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Sorting Invoices in Provider Automation

Sorting Invoices in Provider Automation

Using the Sorting tool, you can arrange invoices by individual parameters or by selecting several custom parameters.

Sorting Invoices by Individual Parameters 

You can sort invoices by selecting one of the following parameters: 

  • Date 

  • Invoice # 

  • Purchase Order # 

  • Batch ID 

  • Trade 

  • Location ID 

  • Subscriber 

  • Status 

  • Amount 

You can sort invoices by selecting several parameters at once with the help of the Custom Sort... tool. 

How to Sort Invoices by Individual Parameters

 

  1. Select one of the sorting parameters from the drop-down menu. 
    In this example, the Invoices List is arranged by trade and displayed in alphabetical order.

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  1. (Optional) To reverse the order, click the toggle switch icon.

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Sorting Invoices by Custom Sorting Parameters 

The Custom Sort feature allows you to sort data by up to three parameters, applying them sequentially across multiple levels for more refined control.

How to Sort Invoices by Custom Parameters

 

  1. On the Sorting tool, select Custom Sort.

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  1. In the window that appears, select the first sorting parameter to arrange invoices by, for example, by Amount. 

  2. Select the second parameter in the Then By dropdown. For example, by Date. 

  3. Select the third parameter in the last Then By dropdown. For example, by Subscriber.

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(Optional) To reverse the order, click the toggle switch icon. 

  1. Click Apply.
    Thus, the Invoices List is now arranged in the following order: 

    1. By invoice amount, from highest to lowest 

    2. By date, from oldest to the most recent 

    3. By subscribers in alphabetical order from Z to A

By default, the order is descending, should you have switched the order in step 2, the sorting order will be ascending.  

Ascending order examples: 

  • Small to Large (Amount) 

  • A to Z (Provider Name)  

  • Newest to Oldest (Date) 

Descending order examples:  

  • Large to Small (Amount) 

  • Z to A (Provider Name)  

  • Oldest to Newest (Date) 

The sorting will be reset after you update the page or when you change the sorting parameter.